Senior Tax Manager (Partner Track!)

RON SUNSHINE ASSOCIATES LLC; Latham (NY); On-site; USD 115,000 - 165,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

RON SUNSHINE ASSOCIATES LLC in Latham, NY seeks a Tax Manager/Senior Manager to lead tax engagements, guide staff and strengthen client relationships. The role focuses on federal and state tax planning, compliance, and advisory work for closely held businesses and high-net-worth individuals within a growing Capital Region office.

Ideal candidates may be at Tax Manager or Senior Tax Manager level, with opportunity for broader leadership and potential advancement toward Principal or Partner, plus

Qualifications

• Bachelor’s degree in accounting or related field required.
• Active CPA license strongly preferred.
• Progressive public-accounting experience.
• Strong tax compliance and planning knowledge.
• Experience with partnerships, S-corporations, C-corporations and individuals.
• Experience serving closely held or owner-operated businesses.
• Demonstrated client-relationship management capabilities.
• Staff supervision or team-leadership experience.

Responsibilities

• Manage relationships with closely held businesses, owners and high-net-worth individuals.
• Oversee federal and state tax compliance, planning and advisory engagements.
• Review returns for partnerships, S-corps, C-corps and individuals.
• Advise clients on tax planning opportunities and business matters.
• Manage engagement timelines, workflows, budgets and client expectations.
• Supervise and develop Albany-area employees.
• Coordinate client work and resources across offices.
• Help transition and strengthen longstanding client relationships.
• Maintain high standards of technical quality and client service.
• Support accounting, bookkeeping, reviews and advisory engagements as needed.
• Build relationships within the Capital Region business community.
• Identify opportunities to expand existing relationships and develop new business.
• Participate in the office’s long-term growth and strategic direction.

Skills

Tax planning

Client relationships

Staff supervision

Communication

Attention to detail

Education

Bachelor’s degree in accounting

CPA license

Job description

Tax Manager / Senior Manager

Location: Latham, NY
Employment Type: Direct Hire
Salary: $115,000–$165,000 annually, depending on experience

The Opportunity

An established regional accounting and advisory firm is seeking an experienced tax professional to help lead its growing Capital Region office.

This position offers an established client portfolio, an existing local team and the resources of a larger regional organization. The successful candidate will manage important client relationships, oversee tax engagements, develop employees and help shape the office’s continued growth.

Candidates at the Tax Manager or Senior Tax Manager level will be considered. The firm is also open to more senior professionals interested in broader office leadership and a potential path to Principal or Partner.

Responsibilities

• Manage relationships with closely held businesses, business owners and high-net-worth individuals.


• Oversee federal and state tax compliance, planning and advisory engagements.


• Review returns for partnerships, S corporations, C corporations and individuals.


• Advise clients on tax-planning opportunities and broader business matters.


• Manage engagement timelines, workflow, budgets and client expectations.


• Supervise, coach and develop Albany-area employees.


• Coordinate client work and technical resources across multiple offices.


• Help transition and strengthen longstanding client relationships.


• Maintain high standards of technical quality and client service.


• Support selected accounting, bookkeeping, review and advisory engagements as appropriate.


• Build relationships within the Capital Region business community.


• Identify opportunities to expand existing relationships and develop new business.


• Participate in the office’s long-term growth and strategic direction.

Qualifications

• Bachelor’s degree in accounting or a related field.


• Active CPA license strongly preferred.


• Progressive public-accounting experience.


• Strong tax compliance and planning knowledge.


• Experience with partnerships, S corporations, C corporations and individual returns.


• Experience serving closely held or owner-operated businesses.


• Demonstrated client-relationship management capabilities.


• Previous staff supervision, coaching or team-leadership experience.


• Ability to manage multiple engagements and competing deadlines.


• Strong communication skills, professional judgment and executive presence.


• Current Capital Region residency or a genuine willingness to relocate.

Preferred Experience

• Current or previous Manager or Senior Manager title.


• Experience advising family-owned and closely held businesses.


• Experience working with high-net-worth individuals.


• Exposure to reviews, compilations, bookkeeping or accounting engagements.


• Experience inheriting or transitioning established client relationships.


• Business-development or community-networking experience.


• Experience helping grow an office, practice or service line.


• An established professional network in the Capital Region.

Why Consider This Opportunity?

• Established, tax-focused client portfolio.


• Relationship-driven work rather than high-volume individual tax preparation.


• Existing local team and longstanding client relationships.


• Support and technical resources from a respected regional organization.


• Meaningful influence over the office’s continued development.


• Potential advancement to Principal or Partner.


• Relocation assistance may be considered.

More senior candidates, including professionals with established client relationships or a transferable book of business, are encouraged to have a confidential conversation. Compensation above the posted range may be considered for an exceptional Principal or Partner-level candidate.